Creating a New User in the Office 365 Portal

To monitor Microsoft Office 365 and its cloud-based service offerings such as SharePoint Online, Exchange Online, OneDrive for Business, Microsoft Teams, Microsoft Yammer etc., the eG agent has to be configured with the credentials of a user who has been assigned specific privileges. These privileges vary with the service being monitored - i.e., eG monitoring model in use.

The table below describes these privileges:

Monitoring model	Permissions
Microsoft Office 365	A user who is vested with the View-Only Audit Logs permission
Microsoft Exchange Online	A user who is vested with the View-Only Audit Logs, View-Only Recipients, Mail Recipients, and Mailbox Import Export permissions.
Microsoft SharePoint Online and Microsoft OneDrive for Business	A user who has been assigned the Service support admin and SharePoint admin roles and is vested with the View-Only Audit Logs permission
Microsoft Teams	A user who has been assigned the Service support admin role and is vested with the View-Only Audit Logs and Team Administrator permissions
Microsoft Yammer	A user who has been assigned the Service support admin role and is vested with the user_impersonation permission

While you can use the credentials of any existing O365 user with the aforesaid privileges, it is recommended that you create a special user for monitoring purposes using the Office 365 portal and pass the credentials of that user to the eG agent. To create a new user using the Office 365 portal and assign the required privileges to that user, follow the steps detailed below:

1. Using a browser, connect to the Office 365 portal. The default URL of the portal is: https://portal.office.com
2. Login to the portal as a user with administrator privileges.

3. Figure 390 will then appear.

   

   Figure 390 : Welcome page of the Office 365 portal

4. Click on Admin under Apps (in Figure 390). The Microsoft Office 365 Admin Center will then appear (see Figure 391).

   

   Figure 391 : The Microsoft Office 365 Admin Center

5. To create a new user, click on the Add a user link under the Active users section in Figure 391.

6. Figure 392 will then appear.

   

   Figure 392 : Adding a new user

7. Provide the First name, Last name, and Display name of the new user. Then, provide a Username, which will be automatically suffixed with the domain name of the Domain you have logged into. Click the Next button to select the geographic location of the new user.

   

   Figure 393 : Choosing the geographic location of the new user

8. Then, select the geographic Location of the new user. Turn On the Create user without product license flag in Figure 393.

9. Clicking the Next button in Figure 393 will reveal Figure 394. Here, select the Admin center access option, and choose the Service support admin and SharePoint admin permissions as indicated by Figure 394.

   

   Figure 394 : Selecting the Admin center access

10. Click the Next button in Figure 394 to review your selection which appears in Figure 395.

    

    Figure 395 : Reviewing your selection

11. Finally, click the Finish adding button in Figure 395 to add the new user. Figure 396 will then appear providing a quick summary of details of the user you just created. Office 365 also automatically generates and assigns a password to the new user. Make a note of the Username and Password displayed in Figure 396, as this is what you need to configure against the OFFICE 365 USER and OFFICE 365 PASSWORD parameters of the eG tests.

    

    Figure 396 : Message confirming the successful addition of a user

    Note:

     

    Check if the Password displayed in Figure 396 contains double quotes. If it does, then remember to change the password before attempting to pass these credentials to eG tests. If this is not done, then some eG tests may fail to report metrics.

12. Next, proceed to assign the View-Only Audit Logs permission to the new user. For that, first click on the Admin Center tool in the tool bar depicted by Figure 397. From the menu that pops up, click on Exchange.

    

    Figure 397 : Connecting to the Exchange Admin Center

13. Figure 398 will then appear.

    

    Figure 398 : The Exchange Admin Center

14. From the list of options in the left panel of Figure 398, select Roles. Figure 399 will then appear listing the Admin roles that pre-exist.

    

    Figure 399 : Clicking on the Roles option to view the Admin roles

15. Let us now proceed to create a role group that includes the View-Only Audit Logs permission. For that, click on the Add role group button in Figure 399. Figure 400 will then appear.

    

    Figure 400 : Adding a new role group

16. Provide a unique Name and Description for the new role group (see Figure 400). Then, click on the Next button in Figure 400. Figure 401 will then appear listing the permissions that you want to add to the new role group. From this list, select the View-Only Audit Logs permission and click the Nextbutton to add the permission.

    

    Figure 401 : Adding the View-Only Audit Logs permission to the new role

17. Figure 402 will then appear. Next, proceed to assign the new role group (that includes the View-Only Audit Logs permission) to the user you created previously for monitoring purposes. For that, enter the display name of that user in the text box you see in Figure 402. Then, click the Next button to proceed.

    

    Figure 402 : Specifying the name of the user to whom the new role group has to be assigned

18. Figure 403 will then appear. Quickly review the specifications of the role group using Figure 403, and finally click the Add role group button therein to save the specifications.

    

    Figure 403 : Assigning the role group to a user

Assign other permissions to the newly added user by repeating steps 12 - 18 above.